China's Two Sessions & 15th Five-Year Plan (budget confirmed)
Key Questions
What were the key economic indicators from China's Jan-Feb data?
Jan-Feb data showed strong performance with GDP growth around 4.5–5% and exports surging by 18.3%. This reflects resilience amid global challenges.
What are the main budget priorities in China's Two Sessions and 15th Five-Year Plan?
Budgets highlight S&T funding up 10%, infrastructure at 7 trillion, and increased defense spending. There's a pivot to PLA intelligentised warfare with AI and unmanned systems.
What signals is China sending at the Boao Forum?
Boao signals emphasize innovation, green growth, and China's role as a global stabilizer. PBOC rate cuts and fiscal measures address economic pressures.
Jan-Feb data strong (~4.5–5% GDP, exports +18.3%); S&T +10%, infra 7tn/defense up, PLA intelligentised warfare pivot; Boao/Zhao Leji echoes innovation/green growth/stabilizer role amid protectionism warnings; provincial rollout/anomalies; CKN decoding local impl.
Sources (2)
Updated Mar 27, 2026